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State Street Energy Select Sector SPDR ETF

876 hedge funds and large institutions have $12.9B invested in State Street Energy Select Sector SPDR ETF in 2018 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 347 increasing their positions, 276 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 73

26% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 276

21% more funds holding in top 10

Funds holding in top 10: 4858 (+10)

18% more capital invested

Capital invested by funds: $10.9B → $12.9B (+$2B)

7.69% more ownership

Funds ownership: 126.48%134.17% (+7.7%)

6% more funds holding

Funds holding: 827876 (+49)

11% less call options, than puts

Call options by funds: $1.88B | Put options by funds: $2.11B

Holders
876
Holders Change
+49
Holders Change %
+5.93%
% of All Funds
20.05%
Holding in Top 10
58
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.83%
% of All Funds
1.33%
New
129
Increased
347
Reduced
276
Closed
73
Calls
$1.88B
Puts
$2.11B
Net Calls
-$224M
Net Calls Change
-$184M
Name Holding Trade Value Shares
Change
Change in
Stake
TAT
726
TD Ameritrade Trust
Colorado
$156K +$1.04K +28 +0.7%
RIA
727
RPG Investment Advisory
California
$153K -$15.6K -420 -9%
MWM
728
MinichMacGregor Wealth Management
New York
$152K +$137K +3,682 +944%
IUHSA
729
Itau Unibanco Holding S.A.
Brazil
$148K -$3.11M -83,800 -96%
CIA
730
CSat Investment Advisory
Michigan
$143K +$139K +3,754 New
TCOV
731
Trust Company of Vermont
Vermont
$138K
TAM
732
Trust Asset Management
Texas
$136K +$133K +3,590 New
LIA
733
LS Investment Advisors
Michigan
$135K
CPA
734
Clear Perspective Advisors
Illinois
$134K +$99K +2,664 +312%
GBBWRPM
735
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$133K +$3.94K +106 +3%
WAS
736
Winch Advisory Services
Wisconsin
$133K +$61.8K +1,662 +90%
FHA
737
First Horizon Advisors
Tennessee
$130K +$70.4K +1,894 +123%
HDIM
738
Hanson & Doremus Investment Management
Vermont
$125K
CAL
739
Capital Advisors Ltd
Ohio
$122K
GI
740
Gradient Investments
Minnesota
$117K +$33.1K +892 +41%
CIM
741
Contravisory Investment Management
Massachusetts
$115K -$223 -6 -0.2%
PCM
742
Poehling Capital Management
Wisconsin
$115K +$111K +3,000 +10,000%
AIM
743
Acropolis Investment Management
Missouri
$108K +$106K +2,842 New
ARMC
744
American Research & Management Company
Massachusetts
$104K +$65K +1,748 +175%
LJHT
745
Laurie J. Hall Trustee
$102K
MGIA
746
Moneta Group Investment Advisors
Missouri
$98K +$85.9K +2,312 +896%
SFSIG
747
San Francisco Sentry Investment Group
California
$93K -$280K -7,544 -75%
BG
748
Bollard Group
Massachusetts
$93K +$595 +16 +0.7%
S
749
SignatureFD
Georgia
$89K +$29.7K +798 +52%
PCG
750
Private Capital Group
Connecticut
$86K

XLE Hedge Fund Activity: Q2 2018 in Review

876 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q2 2018, worth a combined $12.9B — up 18% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new XLE positions and 73 closed out — a net gain of 56 holders — while 347 added to existing stakes and 276 trimmed.

The largest buyer was Quantitative Investment Management, adding an estimated $216M. The largest seller was Altshuler Shaham, cutting an estimated $121M.

  • 876 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q2 2018, up from 827 in Q1 2018.
  • Funds reported $12.9B of State Street Energy Select Sector SPDR ETF stock for Q2 2018, up 18% quarter-over-quarter.
  • 129 funds opened new State Street Energy Select Sector SPDR ETF positions in Q2 2018 and 73 closed out, a net change of +56 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q2 2018 was Quantitative Investment Management, an estimated $216M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q2 2018 was Altshuler Shaham, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2018.